プレスリリース

REDWOOD CITY, Calif. – August 30, 2018 – According to a recent report by Dell’Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, weakness in campus switching slowed down total switching market growth in the 2Q 2018. Multi-gigabit switch port shipments dropped more than 30 percent year-over-year and it was one of the campus switching segments that experienced the steepest decline during the quarter.

“Total switching market revenue grew only three percent year-over-year, the slowest growth since 4Q 2016. Softness was attributed to campus switching which declined for the first time since 1Q 2017, while data center switching continued to record robust growth,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Most of the weakness was attributed to Cisco’s back-end loaded fiscal quarter as well as some impact from the move to subscription-based model on Cisco’s Catalyst 9K,” added Boujelbene.

We expect recovery in Campus switching starting next quarter, driven by ongoing refresh cycle led by Cisco’s Catalyst 9K family, demand for WLAN AP aggregation as well as new use cases for wired connectivity

Cisco will start adopting the new ASC606 accounting rule next quarter which is expected to further boost Campus revenue growth